Page 17 - Top Finance Apps - Cyprus

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Danske Bank Sweden

Danske Bank Sweden

danskebank.se

Danske Bank A/S is a Danish multinational banking and financial services corporation. Headquartered in Copenhagen, it is the largest bank in Denmark and a major retail bank in the northern European region with over 5 million retail customers. Danske Bank was number 454 on the Fortune Global 500 list for 2011.

Nana Fund

Nana Fund

nana.fund

Nana Fund connects veteran-owned businesses with tailored funding opportunities. From grants and support programs to loans and venture capital, we provide the financial resources you need. Unlock your business's growth potential with Nana Fund—your partner in securing the right funding for veteran entrepreneurs.

Danske Bank Norway

Danske Bank Norway

danskebank.no

Danske Bank A/S is a Danish multinational banking and financial services corporation. Headquartered in Copenhagen, it is the largest bank in Denmark and a major retail bank in the northern European region with over 5 million retail customers. Danske Bank was number 454 on the Fortune Global 500 list for 2011.

National Bank of Canada

National Bank of Canada

nbc.ca

Simplify your finances with our services including bank accounts, mortgages, credit cards, savings and insurance. Access accounts with 24/7 online banking. The National Bank of Canada (French: Banque Nationale du Canada) is the sixth largest commercial bank in Canada. It is headquartered in Montreal, and has branches in most Canadian provinces.

National Bank Business

National Bank Business

nbc.ca

Discover the full range of business solutions and services from National Bank, your partner for over 150 years. The National Bank of Canada (French: Banque Nationale du Canada) is the sixth largest commercial bank in Canada. It is headquartered in Montreal, and has branches in most Canadian provinces.

Walcybank

Walcybank

walcybank.com

Single platform for Global Accounts, Payments, FX & Cards Open a global currency account for your business in minutes. Manage payments, foreign exchange, and Visa cards—everything your business needs to go global, anytime, anywhere.

TradeUI

TradeUI

tradeui.com

TradeUI is an advanced AI trading tool designed to support personalized and efficient investment strategies. Primarily catering to options flow trading and stock market analysis, TradeUI offers features like AI signals, option flow data, advanced chart patterns, and AI sentiment analysis. The tool's AI signals feature helps in predicting market trends, thereby facilitating informed trading decisions. Option flow data provides an overview of market sentiment by showcasing the investment moves of influential market players. Advanced chart patterns feature helps detect critical price patterns and future potential market scenarios. AI sentiment analysis captures mood swings in the market, enabling traders to adapt their strategies accordingly. TradeUI also includes special features tailored for individual securities, such as options flow by ticker and unusual premium, which provide an in-depth understanding of specific securities and help in shaping targeted investment strategies. The platform nurtures a vibrant community of traders where users can share insights, learn from each other, and improve their trading abilities. TradeUI also includes educational resources, allowing traders to deepen their knowledge of stock and options trading. In addition to the web application, TradeUI offers a mobile version and a desktop application for flexibility and ease of access. Users also have access to additional features and services through the Pro version.

Moment

Moment

withmoment.com

Fixed Income Trading for Wealth Platforms. Quickly deploy our suite of fixed income APIs designed for retail. Our industry-leading APIs power fixed income investing for firms representing $100B+ in assets.

Toggle AI

Toggle AI

toggle.ai

TOGGLE AI, backed by seasoned players in the industry, is a company that provides advanced trading tools for investors of all levels. The platforms main feature, Toggle Terminal, gives investors direct access to complex analytic tools without the need of explicit programming or data-science knowledge. By enabling interactions in natural language, it allows users to easily query data, test various investment hypotheses, and explore intricate relationships among securities. Powered by institutional-grade engines, the Toggle Terminal boasts impressive capabilities in scenario testing, asset intelligence, chart exploration, and idea discovery. It screens every security, unraveling hidden connections between organizations that could potentially be missed. Armed with this powerful map of knowledge, called Knowledge Graph, investors can uncover exposures, suppliers, geographies, and much more. The platform also offers customized AI solutions and integrations for institutional investors. Apart from the Toggle Terminal, they provide various services for the asset management arena, including API access, bulk licensing agreements, and custom account services that magnify productivity for analysts and portfolio managers. Furthermore, wealth managers and brokerages can give their clients access to AI-based insights across thousands of assets with Toggle AIs proprietary, multi-modal search abilities.

Quoroom

Quoroom

quoroom.com

Quoroom is an investment management platform for angel syndicates, VC funds and founders. Investment managers and founders use Quoroom to manage investor relations, investor onboarding, legal singing, compliance and exit distributions while saving thousands in software and legal fees annually. For Syndicates / Funds: Investor CRM, Data room, LPs onboarding, KYC/AML, Regulatory Framework, SPVs, Legal document and E-Signing, LPs registers, Capital Statements, Secondary transfers, Distributions (Private equity and debt)

Alto

Alto

altoira.com

Alto's holistic alternatives investment platform empowers individual investors to diversify their portfolios by investing in alternative assets that have long been enjoyed by professional investors. Offering Traditional, Roth and SEP IRAs, Alto is unlocking the power of trillions in investable retirement savings, giving investors more access to participate in alternative assets like private equity, venture capital, cryptocurrency, real assets including farmland, real estate, fine wine and art, and more. Alto Solutions is a self-directed IRA administrator builds and operates easy-to-use technology that enables individual investors to access alternatives. Alto’s self-directed IRA products, the Alto IRA and Alto CryptoIRA® offer the same tax advantages as more conventional IRAs, while providing access to investment opportunities not offered by most custodians, without complicated or hidden fees. Alto Securities is a wholly-owned registered broker-dealer and member of FINRA/SIPC that allows Alto to market, sell and transact private placement securities opportunities to platform users, both investors and issuers alike. Alto Capital is an exempt reporting advisor used to provide unique alternative investment opportunities to individual accredited investors by lowering historically institutional barriers like minimum investment amounts.

Paidwork

Paidwork

paidwork.com

Paidwork is full time or additional job for all people, from every country. You can earn money on any device with access to the internet, wherever you are. You will get paid for your spend time and activity on the platform. You can choose how you want to earn money – by completing surveys, typing texts, answering questions, completing offers and shopping online. By following simple instructions, just in a month you can earn up to $150 (USD) – without any additional taxes and charges. However, there is no limit of your earnings – you set your own working hours.

CertifID

CertifID

certifid.com

CertifID is a digital identity and device verification solution used by title companies, law firms, lenders, realtors, and home buyers and sellers to prevent wire fraud. In the United States, wire fraud is the most significant risk impacting the real estate industry. By validating the credentials of parties in a transaction and securely sharing bank details, CertifID provides peace of mind and up to $1 million in direct insurance coverage on every wire it protects. CertifID is integrated with the leading title production software systems and allows busy title and escrow operators to eliminate time-consuming, manual processes from their workflow. With tens of thousands of transfers and zero insurance claims, CertifID helps safeguard billions of dollars every month from fraud. Built by title company owners and wire fraud victims, CertifID is a purpose-built solution ready to take on the industry's biggest risk.

Eftsure

Eftsure

eftsure.com

Eftsure is Australia's market leader in payment fraud prevention. Specifically designed for businesses, our end-to-end solution safeguards more than $120b in B2B payments per year. Our mission is to build a safer business community. With a large and continuously growing database of verified supplier details (the only one of its kind), we use multi-factor verification to give businesses greater knowledge and control over onboarding suppliers, receiving invoices and making payments. In short, we ensure our customers never pay the wrong people.

Verosint

Verosint

verosint.com

Verosint is a leading account fraud detection and prevention solution offering signal-based identity assurance for online businesses.

Solana Tracker

Solana Tracker

solanatracker.io

Solana Tracker. The fastest way to safely track, analyze and trade all Solana tokens. Automatic Rugchecks, Wallet Tracking, Discord monitors and much more.

AMarkets

AMarkets

amarkets.com

AMarkets is a leading online broker that enables clients to trade with more than 200 assets. We provide direct access to global markets along with the best trading conditions, zero commissions and tight spreads, executing approximately 100,000 trades per day. AMarkets offers No Dealing Desk execution with the highest possible order execution speed. Our mission is to provide clients and partners around the world with the opportunity to become successful in the financial markets.

Hyphen Wallet

Hyphen Wallet

wallet.hyphensolutions.com

Hyphen Wallet provides an advanced invoice and payment solution for Home Builders to pay their Suppliers, Trades and Vendors. Hyphen Wallet automates accounts payables for Payors with its innovative payment solution.

Tradepost.ai

Tradepost.ai

tradepost.ai

At Tradepost.ai, we are revolutionizing the way financial information is analyzed and utilized. As an independent software development company, we're dedicated to empowering traders and investors with state-of-the-art AI tools and analytics. Our Products and Services: * AI-Powered Analysis of Financial Newsletters: Our platform offers a unique service where users can forward their financial newsletters directly to an AI-powered inbox. This tool analyzes the content, extracting key insights and trends, aiding in informed decision-making. * Sentiment Timeline Analysis: This innovative feature tracks and presents the evolving sentiment towards trade ideas as reported by news providers over time. It offers users a dynamic view of shifting market perceptions and consensus, providing a deeper understanding of market trends. * Advanced Search & Trading Idea Generation: Our advanced search functionality allows users to sift through vast amounts of data quickly and efficiently. Combined with our AI's capability to generate trading ideas, users gain access to valuable insights that might otherwise be overlooked. * Real-Time SEC Filings Monitoring: We keep our users ahead of the curve by providing real-time tracking and analysis of all 10-K and 10-Q SEC filings. This ensures that they are always up-to-date with the latest financial disclosures and market-moving news. At Tradepost.ai, we're committed to providing our users with tools that are not just powerful but also intuitive and easy to use. Our aim is to democratize access to advanced financial analysis, making it accessible to traders and investors of all levels. Join us in this journey to redefine financial analytics.

Castello AI

Castello AI

castello.ai

Unlock the potential of your investments with expert-driven insights, designed to guide you through the complexities of the financial and economic market with ease and confidence. To make more informed decisions, a lot of the time we don’t know where to start. Financial analysis shouldn’t be long and confusing, our solution empowers you with comprehensive and tailored investment analysis, ensuring you are one step ahead in your financial journey. Experience the peace of mind that comes from knowing your investment decisions are backed by a tried and tested sophisticated system allowing you to pave the way for unbounded possibilities. What makes us different? Most AI models are generalists, a jack of all trades but master of none. Here at Castello we have trained our model through our data partnerships with Nasdaq, TradingView, The World Bank and the list goes on! We are specific to financial and economic data, so whether you’re a beginner or seasoned investor we invite you to explore!

Vaultody

Vaultody

vaultody.com

VAULTODY is a custody technology platform that provides a secure MPC wallet infrastructure for seamless and flexible crypto assets management. The platform combines industry-leading protection technologies and intuitive user dashboard for operating with digital assets, sending and receiving transactions, generating hot and warm wallets and more.

FinFloh

FinFloh

finfloh.com

FinFloh is an end-to-end platform built for Modern CFOs and B2B Finance teams to streamline accounts receivable operations, collect faster, automate cash application & take better credit decisions. FinFloh's goal is to transform receivables into a collective responsibility for all your business teams and position it as the biggest strategic lever for your firm’s cashflows. FinFloh's solution’s magic sauce recipe comprises of 5 major components: * Buyer Intelligence for Powerful Decisions * Receivables Workflow Automation * AI-driven Prediction of Receivables & Cashflows * Smart Contextual Collections * Collaborative Communication

PublicView

PublicView

publicview.ai

Effortlessly search and analyze financial statements of publicly-traded companies, saving countless hours of manual work.

Rupeezy

Rupeezy

rupeezy.in

Open an online demat account for Stocks, F&O, Commodity, Forex, MTF, ETF trading, IPOs, Intraday Rupeezy is a stock trading and investment app trusted by 2 lakh+ individuals for over 20 years. Rupeezy is an innovative investment and trading app in India providing a seamless and dependable trading platform. Experience effortless trading with a wide range of advanced features and tools, take advantage of Margin Trading Facility (MTF), and engage in investing and trading in different assets, all within a single app.

Pro Stock Tracker

Pro Stock Tracker

prostocktracker.com

Pro Stock Tracker is the best stock tracker app for investors. Easily track your stocks, ETFs, crypto, forex and more. Get powerful insights & reports for free.

Opto Investments

Opto Investments

optoinvest.com

Opto is the long-term partner for building smarter private markets portfolios for RIAs and other fiduciaries. Craft investment plans and build custom funds.

Qualia

Qualia

qualia.com

Qualia is the category-creating digital closing platform used by over half a million real estate and mortgage professionals. Qualia's cloud-based closing rooms provide the complete infrastructure to streamline the home closing and refinance experience for real estate and mortgage businesses and their clients. The company offers a suite of products that brings together homebuyers and sellers, mortgage lenders, title & escrow agents, and real estate agents onto one secure, remote platform. Since launching in 2015, the company has been named an ALTA Elite Provider, CB Insights Fintech 250, Fast Company's Next Big Things in Tech, and has been recognized by Forbes as a Best Startup Employer. The company is a leader in industry security and was the first technology company to join the Coalition to Stop Real Estate Wire Fraud. Qualia is headquartered in San Francisco, CA and has offices in Austin, TX, and Superior, CO. For more information on Qualia, visit www.qualia.com.

Rainbow

Rainbow

userainbow.com

Rainbow Insurance offers flexible coverage that's 100% tailored for restaurants. Connect with a trusted advisor and get better coverage at the right price.

FastFact

FastFact

fastfact.ec

The easiest-to-use accounting and electronic billing system in Ecuador that allows you to issue electronic receipts required by the SRI from anywhere.

DuPont Community Credit Union

DuPont Community Credit Union

mydccu.com

DuPont Community Credit Union - DCCU is a member-owned, not-for-profit, full service financial cooperative committed to providing affordable financial solutions to its member owners.

pap!

pap!

joinpap.com

Our AI agent saves you money automatically by claiming your price adjustment refunds with a simple, one-time setup.

Uptick

Uptick

uptick.co

Market and Risk Intelligence for Digital Assets. An end-to-end research and risk management solution for institutional investors

Endura

Endura

endura.digital

Endura is a digital asset estate plan management app that helps you organize and manage your digital estate plans securely.

Fin+

Fin+

finplus.ai

Fin+ is a powerful chatbot setting new standards in accuracy for public stocks analysis listed in the US. Designed for investment bankers, equity analysts, hedge fund analysts, and individual investors, our platform delivers precise and comprehensive insights into earnings transcripts, analyst estimates, and much more.

Maxint

Maxint

maxint.com

Maxint is your all-in-one personal finance solution. Take control of your money with easy budgeting, saving, and investment tools. Track expenses, set financial goals, and watch your net worth grow. Maxint's banking app simplifies money management, helping you make informed financial decisions.

StockStory

StockStory

stockstory.org

StockStory algorithmically generates written reports providing investment advice for individual stock investors.

Finance Rants

Finance Rants

financerants.com

Finance Rants is a platform designed to redefine personal finance by integrating Artificial Intelligence (AI) with insights from financial psychology. It helps individuals discover their financial personality—be it a Conservator, Adventurer, Strategist, or Harmonizer—through a comprehensive quiz and provides personalized advice and guidance. By leveraging advanced AI technology, Finance Rants offers tailored financial education, interactive tools, and personalized content to empower users to make smarter financial decisions that align with their unique financial behaviors and goals.

EXANTE

EXANTE

exante.eu

EXANTE is a wealthtech company that provides centralised trading solutions and B2B financial infrastructure that helps create value through technology. EXANTE's proprietary trading platform enables direct market access to a wide range of financial instruments including stocks, ETFs, bonds, futures, options from a single multi-currency account. With a decade of experience, EXANTE offers our clients access to over 50 markets, giving clients the ability to effectively manage their portfolios. With over 500 employees, EXANTE’s presence extends across 20+ locations, including the UK, the Netherlands, Cyprus, Malta, Switzerland and Hong Kong.

Web3 News Wire

Web3 News Wire

web3newswire.com

Web3 Newswire distributes press releases for crypto & blockchain projects, connecting them with influential crypto journalists.

Abbado

Abbado

abbado.com

Abbado is the ultimate platform for trading! Their comprehensive educational resources, intuitive interface, and excellent customer support makes it outstanding for traders of all levels. Thank you for everything to the Abbado team.

ETF Insider

ETF Insider

etfinsider.co

ETF Insider is a novel data visualization and analytics tool for retail investors to gain insight into portfolio compositions, concentration risks, portfolio efficiency and much more.

토스증권

토스증권

tossinvest.com

토스증권 (Toss Securities) is a user-friendly platform designed to simplify stock investment in South Korea. It offers a range of features for both domestic and international investors.

cc:Monet

cc:Monet

ccmonet.ai

cc:Monet provides automated accounting solutions. Simplifying tasks for accountants, bookkeepers, and businesses. Trusted tools for accurate data, efficiency, and productivity. Key Features: - 100% Data Accuracy: Depend on our precision-engineered software to deliver complete accuracy in all financial transactions, removing any potential for errors and discrepancies. - 90% Manpower Cost Savings: Dramatically reduce costs by minimizing the need for manual labor, allowing you to reallocate resources and focus on growth. - Automated Data Entry: Say goodbye to manual data entry with AI that intelligently handles data input, significantly reducing errors and freeing up your time. - Effortless Expense Management: Capture expenses with ease—snap a photo or forward an email, and our AI seamlessly extracts and categorizes pertinent details with unmatched precision. - Lightning-fast Processing: Manage and analyze your financial data in real-time with our responsive technology, enhancing your workflow by 100 times for maximized efficiency. - Intelligent Category Mapping: Automatically detects and allows for customizable expense categories, adapting perfectly to your industry’s specific needs. - Advanced Reconciliation: Our advanced algorithms ensure meticulous transaction matching across accounts, providing flawless financial reporting. - Bulk Importing Perfected: Streamline your operations with AI-enhanced bulk import capabilities. Our system accurately extracts and matches data from various documents, integrating seamlessly. - Seamless Sync: Keep your financial data synchronized effortlessly with your preferred accounting platforms, like Xero , quickbooks, ensuring it is always up-to-date and accessible.

Wallstreet.io

Wallstreet.io

wallstreet.io

WallStreet.io provides innovative technical analysis tools, the best stocks & options university, and the #1 financial social network with live meetups hosted by professional traders.

Bond Smartly

Bond Smartly

bondsmartly.com

Bond Smartly is a comprehensive platform designed for investors seeking detailed information on corporate bonds and their yields. Key Features: * Extensive Data: Access yield curves for over 500,000 bonds, simplifying the process of bond research and investment. * Advanced Screening Tools: Utilize various filters to quickly find specific bonds that meet your investment criteria. * YTM Calculator: Calculate the yield to maturity (YTM) for different bonds to aid in investment decisions.

Zentrader

Zentrader

zentrader.com

Secure, reliable and easy-to-use trading platform is suitable for beginners and professionals alike, plus it’s available on desktop, iPhone and Android.

PrimeRevenue

PrimeRevenue

primerevenue.com

PrimeRevenue, the leading provider of working capital financial technology solutions, helps more than 30,000 clients in 80+ countries optimize their working capital to efficiency fund strategic initiatives, gain a competitive advantage and strengthen their supply chains. Offering cloud-enabled working capital solutions and expertise and best practices in both accounts payable and accounts receivable, PrimeRevenue processes nearly $250 billion in payment transactions each year and has been recognized with more than 50 awards from leading industry publications and associations across the world. PrimeRevenue’s experienced team delivers ongoing training and coaching along with global 24/7 customer support to ensure our customers and their suppliers have the best possible supply chain finance experience. PrimeRevenue also partners with 100+ banks to create the largest and most diverse global funding pool, enabling customers to manage their payments in 30+ currencies on a single cloud-based, multi-lingual, cross-border network. With PrimeRevenue’s solutions, suppliers have increased visibility and control over their cash flow. At the same time, buyers have more time to pay invoices and unlock material cash to invest back into the business.

Stockity

Stockity

stockity.ai

Stockity is an online trading platform that allows users to invest regardless of their previous trading experience. See firsthand what opportunities the application provides. Stockity has an efficient and intuitive interface convenient for all traders because our goal is to make complicated things simple and clear. Analyze and explore the platform features and choose among the wide range of trading assets, easy-to-use tools and illustrative dashboards.

Ensuro

Ensuro

ensuro.co

Ensuro is a Blockchain-based (re)insurance company, licensed by the Bermuda Monetary Authority. We curate real-world risk and provide stablecoin-denominated capacity managed by smart contracts. This allows anyone to invest in insurance risk and reap its benefits. By opening up the insurance market to new players, we fuel innovation for established and upcoming insurance partners.

Streetbeat

Streetbeat

streetbeat.com

Streetbeat is an innovative investment platform designed to help individuals manage their investments like the wealthy, leveraging AI technology for enhanced decision-making. Key Features: * Auto-Investment: Users can invest in a variety of assets, including Real Estate Investment Trusts (REITs), bonds, and stocks, with guidance from AI-powered insights. * Tuition Rewards Program: Streetbeat offers a unique program that allows users to earn tuition credits for college, potentially reducing tuition costs by up to 25%. * Customized Portfolios: The platform allows users to create personalized investment portfolios based on specific interests and financial goals, with automatic rebalancing based on market conditions. * Diverse Investment Strategies: Users can choose from various portfolios, including those focused on generative AI, government contracts, and even cultural phenomena like the Taylor Swift strategy.

WeFIRE

WeFIRE

wefire.io

AI Assistant Enhanced: The AI model has been upgraded to deliver faster performance, enhancing responsiveness and efficiency. Transaction Interface Enhancements: Optimized the display of transaction tags for better visibility and navigation, along with enhanced scrolling in the transaction records list for a smoother user experience. Explore a new, intuitive interface. We've resolved bugs and optimized performance to deliver a smoother, faster, and more reliable experience.

Calypso

Calypso

calypsocopilot.com

Combine all public data with the best of AI and training from buy-side professionals to track all of your coverage, all in one place. Calypso is an AI-powered platform designed as a copilot for public equity investment, aimed at enhancing the analysis and decision-making process for investors. Key Features: * AI-Driven Insights: Calypso combines advanced AI with financial data, transcripts, and news to provide comprehensive insights into stocks and market narratives. * Personalized Tracking: Users can monitor their investment theses, ensuring they stay aligned with their initial strategies and decisions. * Earnings Updates: The platform keeps users informed about earnings events and provides AI-generated previews and updates, streamlining the information flow. * Chat Functionality: Investors can engage with a GPT-4 powered AI to ask questions and receive tailored feedback on their stock evaluations. * Integration with Financial Data: Calypso offers access to key financials, analyst debates, and market trends, making it easier to stay updated and informed.

CNBC Select

CNBC Select

cnbc.com

CNBC Select takes a closer look at the top credit cards on the market and best savings and checking accounts offers to help you decide which ones could be a fit for you.

Zamp

Zamp

zamp.com

Zamp completely takes sales tax off your plate from start to finish so you never have to touch it again. Our white-glove approach takes the time, frustration, and risk out of managing sales tax by combining technology & automation with the tailored guidance & support customers are looking for. We set up, configure and monitor your account, which gives you the confidence you are always sales tax compliant. With our developer-friendly API and pre-built integrations, we enable all online sellers to calculate and aggregate their sales tax across multiple sales channels. Zamp offers a simple pricing model that includes one all-inclusive price for onboarding, support, calculations, registrations and filing. Everything is included. And there are no overage fees! We are redefining what a partnership means in the sales tax compliance space. We’d love to learn more about your business. Call us!

AI Bookkeeping

AI Bookkeeping

bookeeping.ai

Bookeeping.ai is the first AI Accountant that automates 95% of accounting tasks for small businesses, freelancers, and accountants. You can CHAT to complete financial duties like creating statements, ledgers, invoicing, form filling, tax inquiries, and creating sheets. Replace multiple tools and expert skills with this AI Accountant. Try this tool to save 50 hours a week.

Stilt

Stilt

stilt.com

The number one place for financial resources and immigration guidance for students and immigrants in the U.S.

Coba

Coba

coba.ai

Coba offers access to a US deposit account while providing convenient, real-time access to those funds in Mexico with integrated Mexico Features like SPEI and a local Card. Coba is perfect for individuals in Mexico employed by international companies to earn USD and spend seamlessly in pesos. Coba is a financial technology company, not an FDIC insured depository institution. Banking services provided by Bangor Savings Bank, Member FDIC. FDIC insurance coverage protects against the failure of an FDIC insured depository institution. Pass-through FDIC insurance coverage is subject to certain conditions. The Coba Mastercard® Debit Card is issued by Bangor Savings Bank, Member FDIC, pursuant to license by Mastercard International Incorporated. Mastercard is a registered trademark, and the circle design is a trademark of Mastercard International Incorporated. Spend anywhere Mastercard is accepted.

Winford AI

Winford AI

winford.ai

Winford AI helps institutional credit investors monitor their loan portfolios and make better underwriting decisions. Winford AI automatically extracts data from financial reporting packages and legal documents, helping portfolio managers invest in the right businesses and saving analysts hours every week.

Thyme

Thyme

meetthyme.com

Thyme is building the next generation of tools for financial advisors. There are 300k+ financial advisors in the US using a digital Rolodex to manage their client relationships, and it's time for a makeover. At Thyme we are building the OS for financial advisors that allows them to automatically take notes in meetings (in-person, online, and phone calls), manage their client records with the help of AI, and offer a client portal where clients can track their assets, manage tasks, and even pay for their services. Our users have replaced their legacy CRMs and billing solutions with us while deepening their clients' relationships thanks to our client portal and AI tooling that puts rich context at their fingertips.

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